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The Eric M. Gerhard blog will provide financial news updates and information about the latest trends in the world of equity compensation.

Friday, May 3, 2024

Many employees receive stock options from their employers as an incentive to encourage loyalty, reward past and future performance, or maximize the company's tax advantage. But many issues can arise during a divorce proceeding.

Monday, April 15, 2024

While relying on your gut feeling can provide temporary rewards, it could come at a great expense. Behind this erratic investment behavior are mental factors coupled with economic rationales, influencing the options exercise process.

Friday, February 2, 2024

If you’ve received performance shares, it’s essential to understand how they work, any restrictions attached to them, and how they are affected by taxes.

Friday, January 5, 2024

The uncertainties following an acquisition can make even the most composed employees anxious about their stock options. Here is what you need to know concerning acquisitions and the fate of your stock options.

Wednesday, December 6, 2023

It’s essential to understand how your stock options, restricted stock, restricted stock units (RSUs), and ESPP participation are affected when life takes an unanticipated turn.

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Monday, November 6, 2023

Here are 3 valuable tips, according to findings from a recent myStockOptions webinar, for managing life after separating from your employer to help navigate the uncertainties ahead.

Monday, October 9, 2023

Despite the current recession, international assignments and relocations are increasing. This is posing a challenge in cross-border taxation for employees and employers.

Tuesday, September 19, 2023

Many people move to tax-friendly states after retirement to maximize their retirement savings and income, benefiting from lower tax rates, reduced or eliminated state income taxes, and better financial conditions in their golden years.

Wednesday, August 2, 2023

It’s important to start planning for your child's education as early as possible. You’re able to use stock options and other stock grants to help fund those educational pursuits.

Thursday, July 13, 2023

Making gifts of company stock allows you to transfer wealth while retaining ownership, but it also offers potential tax savings. You can give your company stock for estate planning purposes, such as passing assets to family members.

Tuesday, June 6, 2023

Social Security is a secure way to guarantee a comfortable lifestyle after retirement. In an era where most retirees are worried about outliving their retirement savings, maximizing the benefits can be handy.

Wednesday, May 3, 2023

There are many different reasons why you may find yourself leaving a job which may lead to unanswered questions about your stock options and the rights you have to them.

Monday, April 10, 2023

As an employee, it’s essential to understand the types of equity compensation available to you and how they may affect your financial situation.

Tuesday, March 7, 2023

It's crucial to understand the direct and indirect impact The Inflation Reduction Act will have on your equity compensation and overall financial situation.

Thursday, February 9, 2023

It’s easy to eagerly accept the stock offerings, but without a tax plan, you may prevent yourself from obtaining the full value of that equity compensation.

Thursday, January 5, 2023

Employers consider mega grants because they link pay with performance. If a company is worried that top talent may leave, they may choose a mega grant to keep that employee invested with the company for a long period of time.

Tuesday, December 13, 2022

In the world of equity compensation, the end of the year is crucial decision-making time. The choices you make will affect your 2022 taxes and your financial outlook for years to come.

Tuesday, November 15, 2022

In the world of equity compensation, Supplemental Executive Retirement Plans may be one you hear often as employers seek out new ways to retain key people within their company.

Tuesday, October 18, 2022

In an effort to retain their top talent, many employers will offer Employee Stock Purchase Plans (ESPPs) to their employees. It shows how much your employer values your presence, but also, it’s a way for you to show belief in your company.

Wednesday, September 7, 2022

It’s important to attract new talent as well as retain the talent of a company’s current workforce. This idea has shaped equity compensation trends in 2002.

Wednesday, June 15, 2022

Phantom stock arrangements are based on hypothetical investments in company stock.

Wednesday, June 15, 2022

A nonqualified deferred compensation (NQDC) plan is an arrangement between an employer and employee that defers the receipt of currently earned compensation.